FeaturesCustom Marketing Dashboards

Custom Marketing Dashboards

Slash client reporting time and reclaim billable hours with custom marketing dashboards—the ultimate solution for your busy agency! With a user-friendly interface that integrates data from diverse sources, create visually appealing dashboards and reports that clearly demonstrate your agency's value.
Create custom dashboards for each client
CREATE CUSTOM DASHBOARDS & REPORTS IN MINUTES

Tailor-Made Client Dashboards That Align With Your Vision

Craft client dashboards and reports tailored to your agency’s unique approach to marketing, and without breaking a sweat. Easily personalize each marketing dashboard and report to support your clients' diverse goals.
Tailor-Made Client Dashboards That Align With Your Vision

100% Customizable

Build fully customizable client dashboards and reports with complete flexibility and control

White Labeled

Professionally brand your dashboards and reports with your logo, colors, and even host them on your own domain

80+ Integrations

Access all your clients' marketing data under one roof with an ever-growing selection of integrations

Streamline Your Onboarding

Leverage pre-built dashboard templates or quickly clone existing custom dashboards for your new clients

IMPRESS CLIENTS WITH A CUSTOM DASHBOARD

Design Dashboards Based on Your Clients’ Goals

Leverage the power of personalization with a digital marketing reporting tool that does the heavy lifting. Address clients' distinct needs using customizable widgets, a drag-and-drop report builder, and white labeling capabilities. Enhance their digital marketing dashboard experience with tailored solutions that showcase results.

Give clients a personalized experience
IN-DEPTH REPORTING & INSIGHTS

Provide Granular Insights with Custom Metrics

Take each marketing dashboard beyond what’s expected by creating custom metrics for the most in-depth client reporting possible. Combine data points from 80+ integrations into custom blended metrics. With this extra layer of personalization, add elevated insight and transparency to your client reporting.

Granular insights with custom metrics
HIT YOUR MARKETING GOALS

Set Goals and Exceed Performance Targets

It’s essential to clearly define goals and set performance targets when you’re working with clients. The Goals widget lets you establish monthly targets and track performance on a day-to-day basis in one clear visual. Establish transparency, build trust, and reduce churn by showing clients exactly how they’re progressing toward their business goals.

Set goals and hit your performance targets
TELL A STORY WITH YOUR DATA

Add Context to Your Data with Annotations

Enrich your clients' marketing data with context. Highlight their campaign changes using annotations on date-based charts. Establish performance benchmarks, integrate KPIs, and craft a compelling narrative with your data, all to support enhanced decision-making.

Add context to your data with annotations
Account-Level Dashboards

Monitor All of Your Clients at a Glance

Create custom dashboards at the agency level and include crucial metrics from across all of your clients. Stop checking multiple client dashboards to find and compare data. Account managers easily track all their clients’ KPIs from a single dashboard. Create benchmarks for your agency by comparing clients’ metrics. For example, easily compare Facebook Ads cost per click (CPC) across all your clients to determine your agency’s average performance.  

Track important KPIs across more than one of your client campaigns.

By consolidating all of our tools into dashboards, we have saved so much time and money—it’s truly been invaluable.

Jason Hylan
Jason Hylan
Clix
COMPLETE CONTROL OVER YOUR CLIENT ACCOUNTS

Configure Client Access Permissions

Some clients may be more tech-savvy than others and want access to all their data on their own schedule. For other clients, it may make more sense to restrict access and prevent information overload. Whatever you decide, you have complete control over each clients' permission settings. You choose exactly what you want them to see.

Configure individual client permissions
ADD YOUR AGENCY'S BRANDING

White Labeled Reporting

After automating your reporting process, customize your dashboards and reports to match your agency’s branding. Upload your logo, apply your color scheme, and even host it on your own domain. The full suite of white labeling capabilities gives you everything you need to make the platform your own.

White labeled reporting
80+ MARKETING INTEGRATIONS

All Your Clients’ Data in One Place

Stop wasting time switching between platforms. With 80+ marketing integrations, create customizable PPC dashboards, SEO dashboards, social media dashboards, and more! You have access to all the data you could possibly need under one roof.

All your clients data in one place

Streamline Your Agency’s Workflow With Powerful Reporting Software

Get Started for Free

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